ISSAQUAH KIWANIS FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Principal Officer

JERI TOLSTED

Phone

4253925145

Tax Period

2018-10-01 to 2019-09-30

ISSAQUAH KIWANIS FOUNDATION, founded in 1929, is a micro nonprofit that reported $38K in total revenue in fiscal year 2018. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $47K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROMOTE, SPONSOR, OR ASSIST RELATED AND QUALIFIED CHARITABLE, BENEVOLENT, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC ENTERPRISES. ALSO TO PROVIDE FUNDING FOR SCHOLARSHIPS TO YOUTH.

Program Service Accomplishments

Program 1

Expenses: $3,153 Revenue: $0

YOUTH SERVICES INCLUDING SCHOLARSHIPS, SCHOOL SUPPLIES, SCHOOL PROGRAMS AND SUPPORT FOR YOUNG ADULT AND YOUTH ORGANIZATIONS.

Program 2

Expenses: $43,924 Revenue: $0

DONATIONS TO 501 (C)(3) ORGANIZATIONS COMMUNITY SERVICE ORGANIZATIONS SUCH AS ARTS EAST, PROVIDENCE MARIONWOOD, YWCA, EASTSIDE FRIENDS OF SENIORS, FRIENDS OF THE ISSAQUAH SALMON HATCHERY, MASTER...

DONATIONS TO 501 (C)(3) ORGANIZATIONS COMMUNITY SERVICE ORGANIZATIONS SUCH AS ARTS EAST, PROVIDENCE MARIONWOOD, YWCA, EASTSIDE FRIENDS OF SENIORS, FRIENDS OF THE ISSAQUAH SALMON HATCHERY, MASTER CHORUS EASTSIDE AND ISSAQUAH COMMUNITY SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $2,157

Program Service Revenue $1,410

Investment Income $130

Other Revenue $34,405

TOTAL REVENUE $38,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $22

Program Expenses $47,077

Other Expenses $47,099

TOTAL EXPENSES $47,099

Year-over-Year Comparison

	2018	2017	Change
Revenue	$38,102	$57,075	-0.3%
Expenses	$47,099	$79,227	-0.4%
Net Income	$-8,997	$-22,152	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BLEIWEISS	PRESIDENT	15.00	Officer	$0	$0	$0
DON ROBERTSON	VICE-PRESIDENT	15.00	Officer	$0	$0	$0
JERI TOLSTEDT	TREASURER	15.00	Officer	$0	$0	$0
MARILYN BOYDEN	SECRETARY	15.00	Officer	$0	$0	$0
DOUG RECTOR	PRESIDENT ELECT	15.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$38,102	$47,099	$57,990	$-8,997
2018	$57,075	$79,227	$60,021	$-22,152